iShares Gold Trust Micro
IAUM- Exchange
- NYSE
- Industry
- Commodity Contracts Brokers & Dealers
- SEC CIK
- 0001759124
No open-market purchases or sales by iShares Gold Trust Micro insiders were filed in the last 90 days; 261 institutions reported holding it in 13F filings for Q2 2026, worth $2.68B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in iShares Gold Trust Micro as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 53
- +10 vs. Q3 2023
- Shares held
- 42.7M
- +14.2M (+49.7%) vs. Q3 2023
- Total value
- $878.2M
- +$351.8M (+66.8%) vs. Q3 2023
- New holders
- 14
- 17 more added
- Sold out
- 4
- 12 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IAUM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 261 | $2.68B |
| Q1 2026 | 281 | $3.17B |
| Q4 2025 | 244 | $2.63B |
| Q3 2025 | 192 | $2.11B |
| Q2 2025 | 158 | $1.24B |
| Q1 2025 | 131 | $870.4M |
| Q4 2024 | 96 | $580.4M |
| Q3 2024 | 76 | $733.5M |
| Q2 2024 | 72 | $634.8M |
| Q1 2024 | 55 | $623.7M |
| Q4 2023 | 53 | $878.2M |
| Q3 2023 | 44 | $527.4M |
| Q2 2023 | 36 | $706.2M |
| Q1 2023 | 24 | $231.9M |
| Q4 2022 | 26 | $784.4M |
| Q3 2022 | 16 | $641.7M |
| Q2 2022 | 17 | $648.5M |
| Q1 2022 | 11 | $873.5M |
| Q4 2021 | 4 | $775.9M |
| Q3 2021 | 7 | $229.5M |
| Q2 2021 | 1 | $8.85M |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding iShares Gold Trust Micro; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 49 | $1.01K | 0.00% | +49 | New |
| Signaturefd, LLC | 100 | $2.06K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 339 | $6.98K | 0.00% | −166−32.9% | Reduced |
| Penserra Capital Management LLC | 367 | $7.00K | 0.00% | +367 | New |
| Newbridge Financial Services Group, Inc. | 459 | $9.46K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 695 | $14.3K | 0.01% | −1,264−64.5% | Reduced |
| PSI Advisors, LLC | 785 | $16.2K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 910 | $18.7K | 0.00% | +910 | New |
| Royal Bank of Canada | 1,105 | $23.0K | 0.00% | −208−15.8% | Reduced |
| NBC Securities, Inc. | 1,275 | $26.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,462 | $30.1K | 0.01% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 1,702 | $35.1K | 0.01% | +1,702 | New |
| Advisor Group Holdings, Inc. | 2,816 | $58.0K | 0.00% | −16,932−85.7% | Reduced |
| Kelly Financial Services LLC | 2,997 | $61.7K | 0.02% | +393+15.1% | Added |
| Pineridge Advisors LLC | 10,951 | $225.6K | 0.07% | +10,951 | New |
| Confluence Investment Management LLC | 11,760 | $242.3K | 0.00% | +11,760 | New |
| Brinker Capital Investments, LLC | 13,661 | $276.5K | 0.00% | +13,661 | New |
| Orion Portfolio Solutions, LLC | 13,661 | $276.5K | 0.00% | +13,661 | New |
| Stifel Financial Corp | 17,958 | $369.9K | 0.00% | +449+2.6% | Added |
| NavPoint Financial, Inc. | 18,020 | $371.2K | 0.34% | +18,020 | New |
| Jackson Creek Investment Advisors LLC | 19,111 | $394.0K | 0.15% | −1,112−5.5% | Reduced |
| Brookstone Capital Management | 19,581 | $403.4K | 0.01% | +19,581 | New |
| Plum Street Advisors, LLC | 19,647 | $404.7K | 0.27% | +19,647 | New |
| Kingdom Financial Group LLC. | 24,615 | $507.1K | 0.44% | +2,988+13.8% | Added |
| Rooted Wealth Advisors, Inc. | 26,666 | $542.0K | 0.28% | +1,516+6.0% | Added |
| Neuberger Berman Group LLC | 28,000 | $576.8K | 0.00% | 00.0% | Unchanged |
| Vicus Capital | 28,292 | $582.8K | 0.06% | +7,308+34.8% | Added |
| Ardent Capital Management, Inc. | 28,500 | $587.1K | 0.31% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 31,000 | $638.6K | 0.12% | +5,000+19.2% | Added |
| Slagle Financial, LLC | 72,530 | $747.1K | 0.43% | +38,286+111.8% | Added |
| Oarsman Capital, Inc. | 71,707 | $1.48M | 0.39% | +9,220+14.8% | Added |
| Running Point Capital Advisors, LLC | 81,664 | $1.68M | 0.82% | +81,664 | New |
| Atria Investments LLC | 85,833 | $1.77M | 0.03% | −21,008−19.7% | Reduced |
| Maripau Wealth Management LLC | 86,985 | $1.79M | 1.56% | −20,556−19.1% | Reduced |
| Signal Advisors Wealth, LLC | 92,218 | $1.90M | 0.66% | +92,218 | New |
| B.O.S.S. Retirement Advisors, LLC | 99,791 | $2.06M | 0.40% | −824−0.8% | Reduced |
| Fielder Capital Group LLC | 115,241 | $2.37M | 1.43% | +115,241 | New |
| Versant Capital Management, Inc | 134,680 | $2.77M | 0.83% | +11,853+9.7% | Added |
| Castle Wealth Management LLC | 152,087 | $3.13M | 1.88% | +3,794+2.6% | Added |
| Theory Financial LLC | 191,904 | $3.95M | 2.11% | +2,734+1.4% | Added |
| Sinecera Capital, LLC | 271,387 | $5.66M | 6.72% | +255,558+1,614.5% | Added |
| MorganRosel Wealth Management, LLC | 331,471 | $6.83M | 2.64% | +24,888+8.1% | Added |
| JPMorgan Chase & Co | 589,781 | $12.1M | 0.00% | +269,692+84.3% | Added |
| Greenline Partners, LLC | 607,387 | $12.5M | 2.12% | −27,829−4.4% | Reduced |
| Bank of America Corp | 855,795 | $17.6M | 0.00% | +145,726+20.5% | Added |
| Bank of Montreal | 975,688 | $20.2M | 0.01% | +757,839+347.9% | Added |
| BlackRock Inc. | 1,117,005 | $23.0M | 0.00% | −13,634−1.2% | Reduced |
| Teacher Retirement System of Texas | 1,300,000 | $26.8M | 0.18% | 00.0% | Unchanged |
| AE Wealth Management LLC | 1,434,261 | $28.9M | 0.15% | −484,352−25.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,400,000 | $90.6M | 0.07% | 00.0% | Unchanged |
| Adventist Health System Sunbelt Healthcare Corp | 5,256,414 | $108.3M | 8.34% | −5,100−0.1% | Reduced |
| Alaska Permanent Fund Corp | 10,601,000 | $218.4M | 3.60% | 00.0% | Unchanged |
| Jane Street Group, LLC | 13,442,813 | $276.9M | 0.34% | +13,012,922+3,027.0% | Added |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −92,571−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −55,546−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −34,355−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −4,613−100.0% | Sold out |
| Truadvice, LLC | – | – | – | – | Not filed |